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Avalon Holdings
AWX

16 hedge funds and large institutions have $795K invested in Avalon Holdings in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

23% more funds holding

Funds holding: 13 → 16 (+3)

1% more capital invested

Capital invested by funds: $789K → $795K (+$5.65K)

0.41% more ownership

Funds ownership: 8.92% → 9.34% (+0.41%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
16
Holders Change
+3
Holders Change %
+23.08%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
1
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$43.7K
2
Raymond James Financial
Raymond James Financial
Florida
+$27.1K
3
UBS Group
UBS Group
Switzerland
+$367
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$330

Top Sellers

Rank Fund Capital Flow
1
DS
DRW Securities
Illinois
-$23.8K
2
Renaissance Technologies
Renaissance Technologies
New York
-$12K
3
Bank of America
Bank of America
North Carolina
-$48
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$197K -$12K -4,528 -6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$197K – – –
WIM
3
Wittenberg Investment Management
Massachusetts
$95.3K – – –
RA
4
Raffles Associates
New York
$65.3K – – –
BCM
5
Bridgeway Capital Management
Texas
$53.9K – – –
LPL Financial
6
LPL Financial
California
$42.8K +$43.7K +16,538 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$37.6K +$330 +125 +0.9%
DS
8
DRW Securities
Illinois
$30.6K -$23.8K -9,007 -43%
VCM
9
Vanguard Capital Management
Pennsylvania
$27.6K +$28.1K +10,649 New
Raymond James Financial
10
Raymond James Financial
Florida
$26.6K +$27.1K +10,260 New
VFT
11
Vanguard Fiduciary Trust
Pennsylvania
$20.1K +$20.4K +7,743 New
BlackRock
12
BlackRock
New York
$648 – – –
JWA
13
JFS Wealth Advisors
Pennsylvania
$620 – – –
UBS Group
14
UBS Group
Switzerland
$360 +$367 +139 New
Fidelity Investments
15
Fidelity Investments
Massachusetts
$259 – – –
Citigroup
16
Citigroup
New York
$3 – – –
Wells Fargo
17
Wells Fargo
California
$1 – – –
Bank of America
18
Bank of America
North Carolina
– -$48 -18 Closed

AWX Hedge Fund Activity: Q1 2026 in Review

16 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Avalon Holdings (AWX) for Q1 2026, worth a combined $795K — up 0.72% from $789K a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AWX positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 2 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $43.7K. The largest seller was DRW Securities, cutting an estimated $23.8K.

  • 16 institutional investors held Avalon Holdings (AWX) as of Q1 2026, up from 13 in Q4 2025.
  • Funds reported $795K of Avalon Holdings stock for Q1 2026, up 0.72% quarter-over-quarter.
  • 5 funds opened new Avalon Holdings positions in Q1 2026 and 1 closed out, a net change of +4 holders.
  • The largest Avalon Holdings buyer in Q1 2026 was LPL Financial, an estimated $43.7K added.
  • The largest Avalon Holdings seller in Q1 2026 was DRW Securities, an estimated $23.8K sold.

Based on aggregated 13F filings for Q1 2026.